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Urejanje dokumentov

Document Editing

General

The module enables document editing after the fact, including changing names or information about the customer in the document, changing the payment methods, after-the-fact return of goods, printing an already printed document and more. Begin by pressing MENU in the main window. The MAIN MENU window opens (picture 1). Select the DOCUMENT OVERVIEW button after which the DOCUMENT OVERVIEW window will open (picture 2) with the date and period. You can move around the list on the left. Using the appropriate buttons, select the desired document type (DOC TYPE), or the date or period. The available buttons are TODAY, YESTERDAY, MONTH (meaning the current month), and RANGE (select the range of dates). Select the document, press the EDIT button and select one of the editing options available.


Picture 1


Picture 2


Picture 3

 

 

Change Customer in Document

Begin by pressing MENU in the main window. The MAIN MENU window opens (picture 1). Select the DOCUMENT OVERVIEW button after which the DOCUMENT OVERVIEW window will open (picture 2) with the period. You can move around the list on the left. Using the appropriate buttons, select the desired document type (DOC TYPE), or the date or period. The available buttons are TODAY, YESTERDAY, MONTH (meaning the current month), and RANGE (select the range of dates). Select the document, press the EDIT button and select the Change customer option.

 

 

Remove Customer from the Document

Begin by pressing MENU in the main window. The MAIN MENU window opens (picture 1). Select the DOCUMENT OVERVIEW button after which the DOCUMENT OVERVIEW window will open (picture 2) with the period. You can move around the list on the left. Using the appropriate buttons, select the desired document type (DOC TYPE), or the date or period. The available buttons are TODAY, YESTERDAY, MONTH (meaning the current month), and RANGE (select the range of dates). Select the document, press the EDIT button and select the Remove customer option.

 

 

Change the Payment Method

Begin by pressing MENU in the main window. The MAIN MENU window opens (picture 1). Select the DOCUMENT OVERVIEW button after which the DOCUMENT OVERVIEW window will open (picture 2) with the period. You can move around the list on the left. Using the appropriate buttons, select the desired document type (DOC TYPE), or the date or period. The available buttons are TODAY, YESTERDAY, MONTH (meaning the current month), and RANGE (select the range of dates). Select the document, press the EDIT button and select the Change payment method option.

 

 

Document Reversal (Returning Goods)

Begin by pressing MENU in the main window. The MAIN MENU window opens (picture 1). Select the DOCUMENT OVERVIEW button after which the DOCUMENT OVERVIEW window will open (picture 2) with the period. You can move around the list on the left. Using the appropriate buttons, select the desired document type (DOC TYPE), or the date or period. The available buttons are TODAY, YESTERDAY, MONTH (meaning the current month), and RANGE (select the range of dates). Select the document, press the EDIT button and select the Document reversal option. The program automatically performs the return for the whole document for the current day and notes the reason for the return (reversal), as well as the document link.

 

 

Reverse Document + Add New

Begin by pressing MENU in the main window. The MAIN MENU window opens (picture 1). Select the DOCUMENT OVERVIEW button after which the DOCUMENT OVERVIEW window will open (picture 2) with the period. You can move around the list on the left. Using the appropriate buttons, select the desired document type (DOC TYPE), or the date or period. The available buttons are TODAY, YESTERDAY, MONTH (meaning the current month), and RANGE (select the range of dates). Select the document, press the EDIT button and select the Reverse document + add new option. The program automatically performs the return for the whole document for the current day and notes the reason for the return (reversal), as well as the document link. At the same time it prepares a new unfinished document that you can still manually change.

 

 

Make a Copy of the Document

Begin by pressing MENU in the main window. The MAIN MENU window opens (picture 1). Select the DOCUMENT OVERVIEW button after which the DOCUMENT OVERVIEW window will open (picture 2) with the period. You can move around the list on the left. Using the appropriate buttons, select the desired document type (DOC TYPE), or the date or period. The available buttons are TODAY, YESTERDAY, MONTH (meaning the current month), and RANGE (select the range of dates). Select the document, press the EDIT button and select the Make a copy of the document option. At the same time it prepares a new unfinished document that you can still manually change.

 

 

Make Copy of Reversed Document

Begin by pressing MENU in the main window. The MAIN MENU window opens (picture 1). Select the DOCUMENT OVERVIEW button after which the DOCUMENT OVERVIEW window will open (picture 2) with the period. You can move around the list on the left. Using the appropriate buttons, select the desired document type (DOC TYPE), or the date or period. The available buttons are TODAY, YESTERDAY, MONTH (meaning the current month), and RANGE (select the range of dates). Select the document, press the EDIT button and select the Make copy of reversed document option. The program automatically performs the return for the whole document for the current day and notes the reason for the return (reversal), as well as the document link and waits for you to manually finish the document that you can still manually change.

 

 

Print all Documents

Begin by pressing MENU in the main window. The MAIN MENU window opens (picture 1). Select the DOCUMENT OVERVIEW button after which the DOCUMENT OVERVIEW window will open (picture 2) with the period. You can move around the list on the left. Using the appropriate buttons, select the desired document type (DOC TYPE), or the date or period. The available buttons are TODAY, YESTERDAY, MONTH (meaning the current month), and RANGE (select the range of dates). Select the document, press the EDIT button and select the Print all documents option. The program will print all documents for the selected period.

 

 

Show all Documents in Notepad

Begin by pressing MENU in the main window. The MAIN MENU window opens (picture 1). Select the DOCUMENT OVERVIEW button after which the DOCUMENT OVERVIEW window will open (picture 2) with the period. You can move around the list on the left. Using the appropriate buttons, select the desired document type (DOC TYPE), or the date or period. The available buttons are TODAY, YESTERDAY, MONTH (meaning the current month), and RANGE (select the range of dates). Select the document, press the EDIT button and select the Show all documents in notepad option. All documents for the selected period will appear in the notepad.

 

 

Izvoz datotek za namene DURS

Delo pričnite s tipko »MENI« v glavnem oknu. Odpre se podokno »OSNOVNI MENI« (Slika1), potem pa izberite tipko »PREGLED DOKUMENTOV«. Odpre se drugo podokno »PREGLED DOKUMENTOV« (Slika2) (z obdobjem). Po seznamu levo se lahko pomikate. S tipkami pa izberite želeno vrsto dokumenta (»VRSTA DOK«), ali datum ali obdobje. Tipke, ki so na razpolago so »DANES«, »VČERAJ«, »MESEC« (kar pomeni tekoči mesec), in »OD-DO« (tukaj morate izbrati datum od – do). Pritisnite tipko »UREDI« in nato izberite »Izvoz datotek za namene DURS«. Datoteke (IZPIS RAČUNI GLAVE.TXT, IZPIS RAČUNI POSTAVKE.TXT, PAPIRNI IZPIS GLAVE IN POSTAVKE.TXT) za izbrano obdobje se bodo izvozili v inštalacijsko mapo blagajne v mapo Export (C:\Program Files (x86)\DataLab\Export)

 

 

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